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Tutorial

Your first execution file

Verified on for version 19.0.1.1.37
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This walk-through follows one execution file from its opening to its first enforcement procedure. The client won a judgment on a supply contract, and the firm now asks the execution court to enforce it.

Before you start

  • You need the User: Own Documents level or higher on Executions (in the Legal Rights section of your user).
  • The client exists as a contact, the lawyer in the lawyers directory, and the court in Law/Courts with Execution Court ticked.

Step 1: open the file

  1. Open Executions/Executions and click New.
  2. Write the Subject, choose the Type (Financial here, since the judgment awards money), the Client and its Client Role: Executor when the client asks for the enforcement.
  3. Choose the Lawyers, the Court and type the Number the court gave the file. The Court list shows only the execution courts.
The file with its subject, type, client and the client's role, lawyer, execution court and number.The file with its subject, type, client and the client's role, lawyer, execution court and number.
The file with its subject, type, client and the client's role, lawyer, execution court and number.
  1. Click the cloud icon Save manually. The file takes its sequence and starts as a Draft.

Step 2: start the work

Open Actions › In Progress. The file is now in progress, and its Actions add hearings, decisions and sessions, finish, suspend or reject it.

The file is now In Progress; its actions open the procedures, decisions and sessions.The file is now In Progress; its actions open the procedures, decisions and sessions.
The file is now In Progress; its actions open the procedures, decisions and sessions.

Step 3: record the amount awarded

In the Financial Execution tab, type the Total Amount the judgment awards. Each payment collected later is added below it, and the file computes what is paid and what remains.

The amount the judgment awards; what is collected is subtracted from it.The amount the judgment awards; what is collected is subtracted from it.
The amount the judgment awards; what is collected is subtracted from it.

Step 4: add the first procedure

  1. In the Enforcement Procedures tab, click Add a line.
  2. Type the Number and the Subject of the request filed with the court, then click Save & Close.
The first enforcement procedure of the file, under review until the court acts on it.
The first enforcement procedure of the file, under review until the court acts on it.

The procedure starts under review; its In Progress, Finished and Reject buttons follow the court's answer. Click Save manually to keep the file.

What you have done

The file exists with its parties, court and amount, it is in progress, and its first procedure waits for the court. Next, follow the procedure, record the court's decisions and the money collected, and close the file when the judgment is fully enforced.

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